Most investment professionals specialize in managing client assets, with an eye toward maximizing accumulation during the clients' working lives. The duties of retirement management professionals, however, are broader. These advisors need to manage their clients' complete household balance sheet assets and liabilities as well as the matching cash flows, with an eye toward minimizing a broad range of risks during their clients' retirements. This book provides a scientifically-based and practitioner-developed, retirement ...
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Most investment professionals specialize in managing client assets, with an eye toward maximizing accumulation during the clients' working lives. The duties of retirement management professionals, however, are broader. These advisors need to manage their clients' complete household balance sheet assets and liabilities as well as the matching cash flows, with an eye toward minimizing a broad range of risks during their clients' retirements. This book provides a scientifically-based and practitioner-developed, retirement-income planning curriculum in support of earning the Retirement Management Advisor (RMA) online certificate and designation, offered by the Investments & Wealth Institute.
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Add this copy of Curriculum Book for Rma Candidates, 6th Edition to cart. $38.84, good condition, Sold by ThriftBooks-Baltimore rated 5.0 out of 5 stars, ships from Halethorpe, MD, UNITED STATES, published 2018 by CreateSpace Independent Publishing Platform.
